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Set up a Jira instance › Configure › SPW Jira Integrations › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create Jira instance for SPW Jira Integrations

Create a Jira instance record which is later used to connect Strategic Planning Workspace and Jira.

Before you begin

Create connection and credentials for SPW Jira Integrations.

Role required: sn_jira_int.admin

Procedure

  1. Navigate to All > Strategic Planning > Jira Integration > Jira Instances.

  2. Select New.

  3. On the form, fill in the fields.

    For field information, see Jira Instance form.

  4. Select Submit.

What to do next

Connect SPW to Jira.

Parent Topic:Setting up a Jira instance for SPW Jira Integrations